Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
WHITTIER TRUST CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
GUGGENHEIM CAPITAL LLC | 36 | 36 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Advisors Asset Management, Inc. | 36 | 36 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2022 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 35 |
HOLLENCREST CAPITAL MANAGEMENT | 34 | 34 | 0.32% | 0.53% | 0.92% | Q4 2013 | Q1 2022 | 34 |
Invesco Ltd. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Apriem Advisors | 20 | 13 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q4 2021 | 33 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 30 |
CIBC Private Wealth Group, LLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 26 |
Karp Capital Management Corp | 9 | 4 | 0.01% | 0.42% | 0.97% | Q4 2014 | Q1 2022 | 26 |
LPL Financial LLC | 16 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 25 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 24 |
Cetera Investment Advisers | 16 | 6 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q1 2022 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 20 |
HCR Wealth Advisors | 9 | 3 | 0.05% | 0.18% | 0.26% | Q4 2016 | Q1 2022 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Fiera Capital Corp | 19 | 19 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2022 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2022 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
FIRST FOUNDATION ADVISORS | 16 | 16 | 0.01% | 0.08% | 0.15% | Q2 2018 | Q1 2022 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
Cypress Wealth Services, LLC | 14 | 14 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q1 2021 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.02% | 0.09% | 0.18% | Q3 2016 | Q3 2019 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
ROBINSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.17% | 1.20% | 2.20% | Q1 2019 | Q1 2022 | 13 |
Intellectus Partners, LLC | 12 | 12 | 0.07% | 0.12% | 0.18% | Q1 2019 | Q4 2021 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.02% | 0.07% | 0.11% | Q2 2014 | Q4 2020 | 12 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 12 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
VISTA INVESTMENT MANAGEMENT | 7 | 4 | 0.10% | 0.15% | 0.22% | Q4 2017 | Q1 2022 | 11 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 10 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.10% | 0.19% | 0.44% | Q1 2013 | Q2 2018 | 10 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 10 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10 | 10 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q4 2020 | 10 |
AMERIPRISE FINANCIAL INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Integrated Wealth Management | 9 | 9 | 0.08% | 0.10% | 0.12% | Q1 2015 | Q1 2017 | 9 |
Raymond James Financial Services Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q4 2020 | 9 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 9 |
Allianz Asset Management GmbH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Alpha Cubed Investments, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Karpus Management, Inc. | 8 | 8 | 0.02% | 0.10% | 0.13% | Q2 2020 | Q1 2022 | 8 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.24% | 0.51% | Q2 2020 | Q1 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Advisor Group, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
Vivaldi Capital Management LP | 8 | 8 | 0.07% | 0.25% | 0.31% | Q4 2019 | Q3 2021 | 8 |
FIRST TRUST ADVISORS LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 7 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 7 |
AQR Arbitrage LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 7 |
Montecito Bank & Trust | 6 | 1 | 0.07% | 0.09% | 0.11% | Q1 2015 | Q4 2016 | 7 |
Dalton Investments LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Snowden Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.13% | 0.17% | 0.20% | Q1 2021 | Q1 2022 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q3 2021 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q4 2014 | 5 |
GIRARD SECURITIES, INC. | 5 | 5 | 0.17% | 0.20% | 0.22% | Q4 2015 | Q4 2016 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 5 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 5 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2019 | 4 |
EMFO, LLC | 4 | 4 | 0.16% | 0.18% | 0.18% | Q2 2021 | Q1 2022 | 4 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
HighTower Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.10% | 0.22% | Q1 2019 | Q3 2021 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.01% | 0.10% | 0.14% | Q3 2021 | Q1 2022 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2013 | Q1 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.46% | 0.49% | 0.52% | Q4 2021 | Q1 2022 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SARISSA CONSULTING LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stordahl Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNIYIELD CALIF FD or have owned BLACKROCK MUNIYIELD CALIF FD in the past.